A seasoned team’s sensible investment process earns Artisan Global Opportunities a Morningstar Analyst Rating of Bronze, a downgrade from Silver under Morningstar’s updated rating methodology.
Artisan Global Opportunities Inv ARTRX
NAV / 1-Day Return
38.22
/
0.45
%
Total Assets
5.5 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.140%
Expense Ratio
1.140%
Fee Level
Above Average
Longest Manager Tenure
12.73
years
Category
World Large-Stock Growth
Investment Style
Large GrowthMin. Initial Investment
1,000
Status
Open
TTM Yield
0.00%
Turnover
44%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will ARTRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ARTRX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the ARTRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of ARTRX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A strong option for global growth.
